Westpac Banking Corp’s Watsco Inc WSO Stock Holding History

Westpac Banking Corp’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,000	Closed	-$378K	–	524
2023 Q3	$378K	Buy	+1,000	New	+$362K	0.03%	330

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Westpac Banking Corp's WSO Position: Q4 2023 in Review

Westpac Banking Corp sold out of Watsco Inc (WSO) in Q4 2023, closing a stake of 1,000 shares — an estimated $378K sold.

Westpac Banking Corp first reported a position in WSO in Q3 2023 and held it in 1 quarter. The position peaked at $378K in Q3 2023. 726 funds tracked by Wall St. Rank hold WSO as of Q4 2023.

Westpac Banking Corp reported no remaining Watsco Inc position as of Q4 2023 after selling out during the quarter.
Westpac Banking Corp sold 1,000 Watsco Inc shares in Q4 2023, an estimated $378K.
Westpac Banking Corp first reported a position in Watsco Inc in Q3 2023 and held it in 1 quarter.
Westpac Banking Corp's Watsco Inc position peaked at $378K in Q3 2023.
726 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2023.

Based on Westpac Banking Corp's 13F filing for Q4 2023, filed 8 Feb 2024.